Q1 2019 Holdings
Filed 2019-05-15 | 18 holdings | $226.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| E L F Beauty Inc(ELF) | COM | 26856L103 | $46.9K | 4,425,000 | 20.7% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $30.1K | 862,500 | 13.3% |
| HD Supply Hldgs Inc | COM | 40416M105 | $28.0K | 645,000 | 12.4% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $23.6K | 227,500 | 10.5% |
| Facebook Inc(META) | CL A | 30303M102 | $18.8K | 112,500 | 8.3% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $13.8K | 385,000 | 6.1% |
| Grubhub Inc | COM | 400110102 | $11.1K | 160,000 | 4.9% |
| J Alexanders Hldgs Inc | COM | 46609J106 | $9.6K | 975,000 | 4.2% |
| Macerich Co(MAC) | COM | 554382101 | $9.5K | 220,000 | 4.2% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $6.8K | 3,900 | 3.0% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $6.5K | 75,000 | 2.9% |
| Cott Corp QUE(BCBEUR) | COM | 22163N106 | $5.7K | 392,500 | 2.5% |
| Ebay Inc(EBAY) | COM | 278642103 | $5.1K | 137,500 | 2.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.4K | 2,900 | 1.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.7K | 2,300 | 1.2% |
| E L F Beauty Inc(ELF)Put | COM | 26856L103 | $2.1K | 200,000 | 0.9% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $1.3K | 25,000 | 0.6% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $959 | 50,000 | 0.4% |